Returns / RMA
Return merchandise authorizations: record what came back, why, and what happens to it.
Create Return
- 1Go to Returns / RMA and start a new return.
- 2Pick the customer and the Original Invoice, if there is one.
- 3Choose the Resolution Type: Refund, Store Credit, Exchange, Repair or No Action.
- 4Enter the Return Reason, what the customer said, and any internal notes.
- 5Click Create Return.
Add Returned Items
- 1Open the return.
- 2Pick the catalog item (or scan it), or pick the specific unit by serial number.
- 3Enter the quantity and the Disposition: Restock, Scrap, Repair or Supplier Return.
- 4Click Add Item.
Process Return
When everything is added, choose where restocked items go under Restock Into and click Process Return.